Documents for wealth products

• Adviser remuneration application form (only for Investment Bonds issued on or after 21 Feb 2015) (107.2 KB/PDF)
• Confirmation of verification of identity certificate (171.6 KB/PDF)
• Confirmation of verification of identity certificate - corporate and other non-personal entity (222.2 KB/PDF)
• Financial adviser authority - Investment Bond (67.1 KB/PDF)
• International tax compliance self-certification for an individual (48.5 KB/PDF)
• International tax compliance self-certification for an entity (92.1 KB/PDF)
• Source of investment (149.6 KB/PDF)
• Sterling fund switch form for Investment Bond (167.0 KB/PDF)
• Sterling Investment Bond additional payment form (808.7 KB/PDF)
• Sterling Investment Bond additional payment application form for flexible option (271.4 KB/PDF)
• Sterling Investment Bond regular withdrawal request form (227.0 KB/PDF)
• Investment Bond full or partial surrender request form (278.8 KB/PDF)

• Investment Bond - fund charges and expenses (funds closed to new investors) (79.0 KB/PDF)
• Investment Bond - fund charges and expenses (Series 1) (184.0 KB/PDF)
• Investment Bond Fund charges and expenses (Series 2) (276.2 KB/PDF)
• Reassuringly prepared - Sterling Multimanager Generation 2 protected profits funds for the Sterling Investment Bond (229.8 KB/PDF)
• Reassuringly prepared - Sterling Multimanager Generation 3 Protected Profits funds for the Sterling Investment Bond (229.5 KB/PDF)
• Reassuringly prepared - Sterling Multimanager protected profit funds for the Sterling Investment Bond (228.8 KB/PDF)
• Reassuringly prepared - Sterling Tracker Protected Profit Funds* for the Sterling Investment Bond (227.7 KB/PDF)
• Your privacy is important to us (108.5 KB/PDF)
• Sterling Investment Bond - investment funds guide (815.7 KB/PDF)
• Sterling Investment Bond - death benefits guide (186.3 KB/PDF)
• Sterling tax guide (1.0 MB/PDF)
• International tax compliance – questions and answer (31.5 KB/PDF)

• Key features of the Sterling Investment (303.2 KB/PDF)
• Terms of business (252.6 KB/PDF)
• Sterling Investment Bond - terms and conditions (1.2 MB/PDF)

• Being a trustee - your guide (142.1 KB/PDF)
• Absolute trust deed (131.0 KB/PDF)
• Discretionary trust deed (83.9 KB/PDF)
• Discretionary probate trust deed (120.0 KB/PDF)

• Reassuringly prepared - Zurich Multimanager Generation 2 protected profits ZP fund for Zurich pensions (281.8 KB/PDF)
• Reassuringly prepared - Sterling Multimanager Generation 2 protected profits funds for the Sterling Investment Bond (229.8 KB/PDF)
• Reassuringly prepared - Sterling Tracker protected profit Funds* for the Sterling Investment Bond (227.7 KB/PDF)
• Reassuringly prepared - Zurich Tracker protected profits ZP fund for Zurich pensions (328.6 KB/PDF)
• Reassuringly prepared - Sterling Multimanager protected profit funds for the Sterling Investment Bond (228.8 KB/PDF)
• Reassuringly prepared - Zurich Multimanager protected profits ZP fund* for Zurich pensions (213.0 KB/PDF)
• Reassuringly prepared - Sterling Multimanager Generation 3 protected profits funds for the Sterling Investment Bond (229.5 KB/PDF)
• Reassuringly prepared - protected profits funds for Zurich retail pensions (233.5 KB/PDF)
• Reassuringly prepared - An adviser guide – differences between the Protected Profits funds (213.5 KB/PDF)
• Reassuringly prepared - Protected Profits funds for the Sterling Investment Bond (Q&As) (232.2 KB/PDF)

• Zurich trustee investment plan (94.3 KB/PDF)
• Zurich trustee investment plan - additional single or regular payments (547.6 KB/PDF)
• Zurich trustee investment plan - application form for an increase to an existing plan (pre-July 2007 plans) (143.5 KB/PDF)
• Zurich trustee investment plan - fund switch/redirection form (60.8 KB/PDF)
• Zurich trustee investment plan (withdrawal application) (145.9 KB/PDF)
• Zurich trustee investment plan (for plans sold between July 2007 and May 2010) (430.4 KB/PDF)

• Terms of business (252.6 KB/PDF)

• Pension discretionary (125 year) trust (580.4 KB/PDF)
• Pension discretionary (2 year) trust (489.2 KB/PDF)
• Acceptance of offer of revised terms (30.7 KB/DOCX)

• Zurich Self Invested Personal Pension (Zurich SIPP) and/or Zurich Protected Rights Transfer Plan - Drawdown pension application form (480.7 KB/PDF)
• Zurich Self Invested Personal Pension (Zurich SIPP) and/or Zurich Protected Rights Transfer Plan - Additional transfer application form (446.2 KB/PDF)
• Adviser Charging Form (101.7 KB/PDF)
• Zurich Self Invested Personal Pension (Zurich SIPP) - Additional single or regular (610.6 KB/PDF)
• Zurich Self Invested Personal Plan (SIPP) - Adviser Authority (152.8 KB/PDF)
• Zurich Pension Fund Switch Form (101.5 KB/PDF)
• SIPPs Standalone Data Protection Statement (243.7 KB/PDF)
• Nomination of beneficiaries (110.0 KB/PDF)
• Zurich Self Invested Personal Pension (Zurich SIPP) Application form (1.6 MB/PDF)
• Application to transfer an existing Zurich Protected Rights Transfer Plan into an existing Zurich Self Invested Personal Pension (465.3 KB/PDF)
• Zurich Self Invested Personal Pension (Zurich SIPP) - Regular payments application form (231.2 KB/PDF)

• Reassuringly prepared - Zurich Multimanager Generation 2 Protected Profits ZP fund for Zurich Pensions (281.8 KB/PDF)
• Reassuringly prepared - Zurich Multimanager Protected Profits ZP fund* for Zurich Pensions (213.0 KB/PDF)
• Reassuringly prepared - Zurich Tracker Protected Profits ZP fund for Zurich Pensions (328.6 KB/PDF)
• Reassuringly prepared - Protected Profits funds for Zurich retail pensions (233.5 KB/PDF)
• Zurich SIPP - a guide to drawdown pension charges (102.6 KB/PDF)
• Zurich SIPP - a guide to wider SIPP charges (115.4 KB/PDF)
• Zurich SIPP - a guide to wider SIPP investments (191.6 KB/PDF)
• Zurich SIPP - a schedule of permitted wider SIPP investment types (59.7 KB/PDF)
• Pension Discretionary (125 year) Trust (580.4 KB/PDF)
• Pension Discretionary (2 year) Trust (489.2 KB/PDF)
• Your pension yearly statement – things to consider (64.2 KB/PDF)
• Your choice of Pension Funds - Fund Guide (1.0 MB/PDF)

• Terms of Business (252.6 KB/PDF)

From 30 November 2020 the Zurich International Portfolio Bond (IPB) transferred to Monument Life Insurance DAC (Monument). From this date Monument are responsible for the operation of your client's IPB policy.

The terms and conditions of the IPB policy have not changed as a result of the transfer. If you require further information in relation to an IPB policy, please contact Monument using the contact details below:

• 0370 850 6130

• enquiries@ipb.monumentinsurance.com

• Monument website

Zurich is not responsible for the content of external websites.

• Zurich Self Invested Personal Pension (Zurich SIPP) and/or Zurich Protected Rights Transfer Plan - Drawdown pension application form (480.7 KB/PDF)
• Zurich Self Invested Personal Pension (Zurich SIPP) and/or Zurich Protected Rights Transfer Plan - Additional transfer application form (446.2 KB/PDF)

• Pension Discretionary (125 year) Trust (580.4 KB/PDF)
• Pension Discretionary (2 year) Trust (489.2 KB/PDF)

• Zurich Investment Bond - surrender form (707.3 KB/PDF)
• Discretionary Trust Deed (227.5 KB/PDF)
• The UK taxation of investment bonds (1.3 MB/PDF)

• A guide to pension tax (1.7 MB/PDF)
• International Tax Compliance FAQs (36.5 KB/PDF)
• International Tax Compliance self-certification for an entity (80.8 KB/PDF)
• International Tax Compliance self-certification for an individual (52.7 KB/PDF)